For Clients

Advice solutions that support you.

What matters most to you

At Lifespan Financial Planning, our advisers can provide you with a complete set of financial solutions and investment recommendations to better ensure your financial security. Our approach remains consultative at all times, with the end goal of setting you on the path towards financial well-being. 

Our team of professional financial advisers are committed to developing wealth creation and wealth protection strategies for personal investors, business people and self-managed super funds alike. 

The real value of advice goes beyond a simple product recommendation. A quality financial adviser works closely with clients providing them with the competence and confidence to make smart decisions with their money.

This is particularly important in times of volatile and uncertain  markets when the true value of advice is really tested. 

What we can do

Not unlike having a fitness coach, a financial adviser can work with you to help you understand and articulate your needs, personal priorities and the effects your financial decisions can have on your ability to achieve your life goals. 

Contact us today and we’ll put you in touch with a Lifespan adviser best qualified to address your needs, both now and into the future.

Lifespan Client Services

Can advice make a difference?  Whether you are looking to build wealth, protect your family and business from life’s unexpected events or seeking to maximise personal savings for your retirement, a little advice can go a very long way…

News & Articles

Trustees of SMSFs need to be on guard as ASIC monitoring continues

The Australian Prudential Regulation Authority’s recent statistics on SMSF funds showed there were 595,840 SMSFs operating in Australia, holding $712 billion in assets. The recent revelations from the banking royal commission around the lack of transparency of retail funds’ investments and their tendency to focus on profit rather than the interests of members is likely to only drive more people to set up their own funds.

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More Australians seek understanding on early access to their superannuation

As individuals get closer to retirement, many are seeking further advice to help them better understand the circumstances required to allow them to access their superannuation savings, often with the desire to access their super at an earlier age.
Many consumers often don’t understand the rules and conditions necessary to allow for the release of their super savings.

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Government needs to increase access to advice, not reduce it

The release of ASIC’s Report 627 Financial advice: What consumers really think, highlighted that among Australians who have received professional financial advice, 89% intend to get advice again in the future.

The report also revealed that almost four times as many Australians who received advice in the past 12 months had a ‘great deal of trust’ in their advisers compared to those people who had not received advice recently.

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Let's Talk

Lifespan advisers can assist with tailored advice, and a genuine interest in helping you achieve your financial goals.  It’s never too late to start a plan.

Finding an Adviser

Lifespan has been providing comprehensive advice solutions to clients for over 25 years with many of our advisers having been advising clients for longer. Talk to us today about your personal financial planning requirements and we’ll arrange for a no obligation, free of charge initial consultation with a local Lifespan adviser.

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